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Investing strategy, small-cap stock picks: fund manager James Callinan - Business Insider

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A high-growth fund manager who's returned 7 times more than his peers this year tells us how he's shifting from post-pandemic tech themes into 'real companies' — and shares 6 picks set to win the market's next phase

He describes it as an "essential business" because it provides goods and services for a lot of critical tech and healthcare companies.

"They're really doing well in two businesses," he said. "One is their own stores renting out TVs and furniture and appliances, but also they have an outsourced renting business through great retailers like Best Buy, where there'll be the leasing agent inside the store."A manufactured and mobile home builder that does most of its business in the South and Southwest,

 

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